A detailed history of Global Retirement Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,486 shares of IWV stock, worth $508,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,486
Previous 2,142 30.63%
Holding current value
$508,628
Previous $661,000 26.63%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$294.75 - $326.73 $193,356 - $214,334
-656 Reduced 30.63%
1,486 $485,000
Q2 2024

Jul 23, 2024

BUY
$283.16 - $309.9 $277,496 - $303,702
980 Added 84.34%
2,142 $661,000
Q1 2024

Apr 23, 2024

BUY
$268.36 - $300.08 $53,672 - $60,016
200 Added 20.79%
1,162 $348,000
Q4 2023

Jan 18, 2024

BUY
$234.36 - $274.87 $5,390 - $6,322
23 Added 2.45%
962 $263,000
Q3 2023

Oct 13, 2023

SELL
$243.9 - $263.56 $5,365 - $5,798
-22 Reduced 2.29%
939 $230,000
Q2 2023

Jul 20, 2023

BUY
$231.57 - $254.48 $151,215 - $166,175
653 Added 212.01%
961 $244,000
Q1 2023

May 05, 2023

BUY
$218.83 - $242.18 $28,447 - $31,483
130 Added 73.03%
308 $72,000
Q4 2022

Feb 13, 2023

BUY
$206.89 - $235.47 $10,344 - $11,773
50 Added 39.06%
178 $39,000
Q3 2022

Nov 03, 2022

SELL
$207.04 - $249.4 $7,453 - $8,978
-36 Reduced 21.95%
128 $29,000
Q1 2022

Jul 14, 2022

BUY
$242.02 - $279.09 $39,691 - $45,770
164 New
164 $37,000
Q4 2021

Jan 21, 2022

SELL
$254.66 - $279.11 $5,602 - $6,140
-22 Closed
0 $0
Q1 2021

Apr 14, 2021

SELL
$220.59 - $239.53 $8,823 - $9,581
-40 Reduced 64.52%
22 $5,000
Q4 2020

Jan 13, 2021

BUY
$191.94 - $223.55 $4,222 - $4,918
22 Added 55.0%
62 $14,000
Q4 2019

Jan 23, 2020

BUY
$168.6 - $189.08 $168 - $189
1 Added 2.56%
40 $7,000
Q2 2019

Nov 19, 2019

BUY
N/A
39 New
39 $7,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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